Atlas Capital Management Corp

Registered investment adviser · Fort Wayne, IN · CRD #106107

Form ADV data as of 2026-09-01

Regulatory assets

$869.8 million

Total accounts

4,143

Employees

Disclosure events

Firm details

Website: http://www.atlascapitalmanagement.com
Telephone: 260-637-2857
SEC file number: 801-47277
Most recent Form ADV filing: 2026-03-19
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$837.5 million
Non-discretionary regulatory assets under management	$32.3 million
Total regulatory assets under management	$869.8 million
Discretionary accounts	3,920
Non-discretionary accounts	223
Total accounts	4,143
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	9
Employees performing investment advisory functions (including research)	4
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	3
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	2
Firms or persons who solicit advisory clients on the firm's behalf	70

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for individuals and/or small businesses

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,171	$730.6 million
High net worth individuals	90	$139.2 million